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This document is used to authorize a representative to act on behalf of a taxpayer regarding tax matters with the Franchise Tax Board, including the ability to receive confidential tax information
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How to fill out ftb 3520 power of

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How to fill out FTB 3520 Power of Attorney Declaration

01
Obtain the FTB 3520 Power of Attorney Declaration form from the California Franchise Tax Board website.
02
Fill out the taxpayer information section, including your name, address, and Social Security number or ITIN.
03
Provide the representative’s information, including their name, address, and phone number.
04
Specify the powers granted to the representative by checking the appropriate boxes for tax matters.
05
Sign and date the form to authorize the representative to act on your behalf.
06
Submit the completed form to the California Franchise Tax Board, either by mail or fax.

Who needs FTB 3520 Power of Attorney Declaration?

01
Individuals or businesses who want to authorize someone else, such as a tax professional, to represent them in tax matters before the California Franchise Tax Board.
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With the 2848 power of attorney form, a taxpayer can designate a qualified person–such as an attorney, accountant, or other tax professional–to represent them before the IRS.
California Tax Power of Attorney (Form FTB 3520) A California tax power of attorney is used when an individual elects an agent to represent them for tax-related matters related to the Franchise Tax Board. This includes viewing account information, communication, sending information, and official representation.
If you'd like another person to talk to the IRS about your taxes, you'll need to complete Form 2848. This form, also known as Power of Attorney and Declaration Representative, authorizes immediate family members or a tax professional to talk to the IRS on your behalf.
Submit a power of attorney if you want to authorize an individual to represent you before the IRS. You can use Form 2848, Power of Attorney and Declaration of Representative for this purpose.
If you're being audited by the IRS, giving your CPA power of attorney allows them to work directly with the auditor. If you have a medical condition that makes it difficult for you to communicate with the IRS, you can give a family member the authority to call the IRS to discuss your tax issues.
Use Form 2848 to authorize an individual to represent you before the IRS.
To file a POA Declaration, use the online submission in MyFTB for faster processing. Use form FTB 3520-PIT to authorize an individual to represent you in any matter before FTB, and to request, receive and inspect your confidential tax information.
You usually don't need a lawyer to prepare a durable power of attorney for finances because it's a simple and straightforward document. As discussed above, California's state government has even created a statutory form POA for people to complete on their own by filling in the blanks.
THIS DOCUMENT GIVES YOUR AGENT THE POWERS TO MANAGE, DISPOSE OF, SELL, AND CONVEY YOUR REAL AND PERSONAL PROPERTY, AND TO USE YOUR PROPERTY AS SECURITY IF YOUR AGENT BORROWS MONEY ON YOUR BEHALF.

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FTB 3520 Power of Attorney Declaration is a form used by taxpayers in California to authorize another individual to represent them before the California Franchise Tax Board (FTB) in matters related to taxation.
Any taxpayer who wishes to grant authority to another person, such as a tax professional or attorney, to handle their tax matters with the California Franchise Tax Board must file FTB 3520.
To fill out FTB 3520, provide your personal information, including name and address, the representative's details, specify the tax matters and years for which the authority is granted, and sign the declaration.
The purpose of FTB 3520 is to allow a designated representative to act on behalf of the taxpayer in dealings with the California Franchise Tax Board, facilitating communication and resolutions regarding tax issues.
The FTB 3520 must report the taxpayer's and representative's information, the specific tax types, and years for which the power of attorney is granted, and the signature of the taxpayer.
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